Entries by Lauren Jefferson

Philanthropy keeps your clients sticky

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Philanthropy keeps your clients sticky Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it’s easier and less costly to retain or get more work from a current client than it is to find a new client. As an attorney, accountant, or financial […]

Charitable giving tips for clients’ golden years

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Charitable giving tips for clients’ golden years The rising popularity of the Qualified Charitable Deduction–”QCD”–appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. Before the clock winds down on 2023 giving opportunities, be sure you’re familiar with the various charitable giving techniques that are most appealing to retirees and […]

Structured philanthropy: A process relieves the pressure

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Structured philanthropy: A process relieves the pressure Helping families create a meaningful structure for their philanthropy has long been a hallmark service of The Community Foundation. That structure and the resulting discipline are increasingly important as both wealth and charitable giving more frequently span multiple generations. Indeed, spontaneous and unstructured conversations around wealth and philanthropy […]

Local Nonprofits Receive 2023 Funding from The Community Foundation

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Local Nonprofits Receive Funding from The Community Foundation Harrisonburg, VA – Giving season is upon us and The Community Foundation of Harrisonburg and Rockingham County is celebrating. The Community Foundation reports a total of $159,518 will be granted to twelve organizations in their Fall 2023 grants cycle. Programs and projects like ‘Meals on Wheels’ by […]

Your donor-advised fund: Think “hub,” not “autopilot”

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Your donor-advised fund: Think “hub,” not “autopilot” Perhaps you established a donor-advised fund at The Community Foundation years ago, or you set up a donor-advised fund more recently. Or maybe you are considering establishing a donor-advised fund at The Community Foundation this year to help you keep your giving more organized and involve your children […]

Crisis giving: Avoiding pitfalls

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Crisis giving: Avoiding pitfalls Whether you’re motivated to respond to needs created by a conflict, accident, or natural disaster, it’s human nature to want to help—especially through financial support. All too often, a tragic event occurs and is quickly publicized through news accounts or social media. Then, the dollars start rolling into a crowdfunding site […]